KPMG US · 4 days ago
Seasonal Tax Senior Associate, Family Office
Houston, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expKPMG is one of the world's top tax firms, seeking a Seasonal Tax Senior Associate to join their Business Tax Services practice. The role involves providing tax compliance and advisory services to ultra-high net worth individuals and managing a portfolio of clients while leading teams of tax professionals.
Financial Services
Responsibilities
Provide tax compliance and advisory services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients
Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family Offices
Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be responsible for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Qualification
Required
Minimum two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm
Bachelors degree, J.D., LL.M. in taxation and/or Master's in Taxation (MST) from an accredited college/university
Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plus
Experience managing multiple client engagements and client service teams
Excellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information
Benefits
Medical and dental plans
Vision coverage
Disability and life insurance
401(k) plans
A robust suite of personal well-being benefits to support your mental health
Personal Time Off per fiscal year
A calendar of holidays to be observed during the year
Two breaks each year where employees will not be required to use Personal Time Off
Company
KPMG US
KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States.
10001+ employees
H1B Sponsorship
KPMG US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (410)
2024 (441)
2023 (388)
2022 (564)
2021 (592)
2020 (781)
Funding
Current Stage
Late StageLeadership Team
Lynne Doughtie
Former Chairman and CEO
Paul Knopp
Chair and CEO
Recent News
Australian Financial Review
2024-05-12
2024-05-07
Media OutReach
2024-04-30
Company data provided by crunchbase